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First Trust NASDAQ Clean Edge Green Energy Index Fund

340 hedge funds and large institutions have $1.03B invested in First Trust NASDAQ Clean Edge Green Energy Index Fund in 2021 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 103 increasing their positions, 87 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 25

153% more call options, than puts

Call options by funds: $47.7M | Put options by funds: $18.9M

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more capital invested

Capital invested by funds: $833M → $1.03B (+$199M)

20% more funds holding

Funds holding: 283340 (+57)

18% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 87

3.03% more ownership

Funds ownership: 33.4%36.42% (+3%)

Holders
340
Holders Change
+57
Holders Change %
+20.14%
% of All Funds
5.23%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
88
Increased
103
Reduced
87
Closed
25
Calls
$47.7M
Puts
$18.9M
Net Calls
+$28.9M
Net Calls Change
+$8.53M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
51
Apollon Wealth Management
South Carolina
$3.1M +$579K +8,027 New
JMPWA
52
JP Morgan Private Wealth Advisors
California
$3.08M +$676K +9,386 +26%
MAP
53
Milestone Advisory Partners
North Carolina
$3.01M -$180K -2,496 -5%
SCM
54
Stonehearth Capital Management
Massachusetts
$3.01M +$3.2M +44,345 New
NFG
55
Norris Financial Group
South Carolina
$2.97M -$57.9K -804 -2%
Mariner
56
Mariner
Kansas
$2.85M +$3.02M +41,885 New
SPC
57
Sigma Planning Corp
Michigan
$2.76M +$86.1K +1,195 +3%
GWSG
58
GPS Wealth Strategies Group
Colorado
$2.75M -$458K -6,354 -14%
AAS
59
Ameritas Advisory Services
Nebraska
$2.62M +$2.78M +38,604 New
GIA
60
Gladstone Institutional Advisory
Florida
$2.58M -$178K -2,473 -6%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.55M +$1.93M +26,717 +248%
SFPG
62
Stonebridge Financial Planning Group
Florida
$2.54M -$9.08K -126 -0.3%
OC
63
Oppenheimer & Co
New York
$2.39M +$1.18M +16,306 +86%
BRWA
64
B. Riley Wealth Advisors
Florida
$2.29M -$213K -2,951 -8%
TRCT
65
Tower Research Capital (TRC)
New York
$2.05M +$959K +13,307 +79%
HF
66
HRT Financial
New York
$2.05M -$3.24K -45 -0.1%
BRWM
67
B. Riley Wealth Management
Tennessee
$2.03M +$356K +4,940 +20%
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$2.02M +$663K +9,205 +45%
CWM
69
Concentrum Wealth Management
California
$2.01M +$21.9K +304 +1%
SIM
70
Seaview Investment Managers
Florida
$1.97M +$346K +4,805 +20%
AAS
71
Avantax Advisory Services
Texas
$1.95M +$363K +5,038 +21%
BA
72
Bluesphere Advisors
Pennsylvania
$1.9M +$159K +2,210 +9%
SWP
73
Stratos Wealth Partners
Ohio
$1.83M +$959K +13,305 +98%
Truist Financial
74
Truist Financial
North Carolina
$1.82M +$626K +8,688 +48%
PPW
75
Parcion Private Wealth
Washington
$1.78M -$622K -8,635 -24%

QCLN Hedge Fund Activity: Q4 2021 in Review

340 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) for Q4 2021, worth a combined $1.03B — up 24% from $833M a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new QCLN positions and 25 closed out — a net gain of 63 holders — while 103 added to existing stakes and 87 trimmed.

The largest buyer was CIBC Private Wealth Group, adding an estimated $36.1M. The largest seller was Beaumont Financial Advisors, cutting an estimated $10.8M.

  • 340 institutional investors held First Trust NASDAQ Clean Edge Green Energy Index Fund (QCLN) as of Q4 2021, up from 283 in Q3 2021.
  • Funds reported $1.03B of First Trust NASDAQ Clean Edge Green Energy Index Fund stock for Q4 2021, up 24% quarter-over-quarter.
  • 88 funds opened new First Trust NASDAQ Clean Edge Green Energy Index Fund positions in Q4 2021 and 25 closed out, a net change of +63 holders.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund buyer in Q4 2021 was CIBC Private Wealth Group, an estimated $36.1M added.
  • The largest First Trust NASDAQ Clean Edge Green Energy Index Fund seller in Q4 2021 was Beaumont Financial Advisors, an estimated $10.8M sold.

Based on aggregated 13F filings for Q4 2021.